⚲
|
Fairbank Investment Management Limited
✚
|
|
---|---|
CRD # | 300753 |
SEC # | 801-115054 |
CIK # | |
AUM | $177.8 MM (2024-01-23) |
Employees | 8 (75% Investors, 0% Brokers) |
Phone | 905-707-1991 |
Address | 7822 Yonge Street Thornhill Ontario, Canada |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 57 | 84.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 32.8 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 15 | 60.1 |
(n) Other | 0 | 0.0 |
Total | 73 | 177.8 |
By Discretionary | ||
Discretionary | 73 | 177.8 |
Non-Discretionary | 0 | 0.0 |
Total | 73 | 177.8 |
By Non-United States Persons | ||
Non-United States Persons | 172.1 | |
United States Persons | 5.6 | |
Total | 73 | 177.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Easley Investment Consultants Inc
✚
|
MS | 0.2 |
The Perspective Group LLC
✚
|
KS | 0.2 |
Watters Financial Services LLC
✚
|
NJ | 0.2 |
Riverglades Family Offices LLC
✚
|
FL | 0.2 |
Barnstone Advisors LLC
✚
|
PA | 0.2 |
SPWM Advisors LLC
✚
|
MI | 0.2 |
Decatur Capital Management Inc
✚
|
GA | 0.2 |
Secrest Blakey & Associates LLC
✚
|
NC | 0.2 |
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |